There are several ways to create a waybill.
Depending on the origin settings, waybills are generated for the driver or the driver creates the waybills himself.
Options/instructions for creating a waybill:
- Driver creates a waybill - if it is not a digitized origin (scales are not integrated)
- Waybill created from a Transport Order - when work orders are created in advance for drivers
- Waybill created for the driver (into CREATED status) - if it is a digitized origin (scales are integrated)
- Waybill created from the "Manager" role
The person with the management role creates the waybill:
It is also possible to create waybills from the "Manager" view. This is a useful solution if your company also issues or receives waybills on paper and you need to quickly convert the load to a digital one. The waybill can be created in either CREATED or IN PROGRESS status.
Click on the "Create waybill" button on the home page.
Fill in the fields:
- Status (required) - Select either "Created" or "In progress". A waybill created with the status "In progress" can be weighed at a destination that has a truck scale integration. Read more about waybill statuses in "Waybills and their statuses"
- Dispatcher timestamp (required) - It is possible to create a waybill for the previous days, select a date and time.
- Origin (required) - You can choose an origin from all public origins and from the origins that you have created and where you are listed as a partner. If origin has not been created, you can create one here (it is important to create the origin under the correct company).
- Destination (required) - You can select a destination from all public destinations and from the destinations you have created and where you are listed as a partner. If destination has not been created, you can create one here (it is important to create the destination under the correct company).
- Transport company (required) - Add the transport company to the waybill. If the transport company has not been created, you can create one here (it is important to enter the correct registration code).
- Vehicle (required) - Select a vehicle from the list of vehicles of the transport company entered. If the vehicle has not been created, you can create one here (it is important to add the trailer and the transport company to which the vehicle belongs and under which the vehicle will be added).
- Driver (optional) - You can add a driver of the transport company you have selected.
- Assortment (required) - Choose between the assortments of the origin. Use the "Add new row" button to enter multiple assortments.
- Amount (optional) - Enter the amount to be delivered.
- Cadaster number (mandatory if required with the assortment) - When creating a waybill, we display the existing cadaster number added below the origin, or if it has not been added to the origin, it can be inserted here. Field will be displayed after the assortment has been selected.
NOTE: If necessary, the warehouse owner can also create a waybill
on behalf of the owner of the goods using the "Create waybill" button.
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